CWM

Congress Wealth Management Portfolio holdings

AUM $10.3B
1-Year Est. Return 16.85%
This Quarter Est. Return
1 Year Est. Return
+16.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$113M
3
+$95.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$94.1M
5
AAPL icon
Apple
AAPL
+$92.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.63%
2 Healthcare 8.21%
3 Industrials 6.48%
4 Consumer Discretionary 4.79%
5 Consumer Staples 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$548K 0.01%
+3,679
452
$546K 0.01%
+2,356
453
$532K 0.01%
+1,761
454
$531K 0.01%
+10,574
455
$523K 0.01%
+2,046
456
$516K 0.01%
+5,933
457
$515K 0.01%
+1,347
458
$510K 0.01%
+3,064
459
$510K 0.01%
+7,080
460
$506K 0.01%
+6,658
461
$503K 0.01%
+10,000
462
$501K 0.01%
+7,460
463
$494K 0.01%
+9,562
464
$493K 0.01%
+7,170
465
$488K 0.01%
+15,207
466
$486K 0.01%
+3,164
467
$485K 0.01%
+1,352
468
$485K 0.01%
+41,788
469
$483K 0.01%
+9,116
470
$476K 0.01%
+2,461
471
$469K 0.01%
+2,489
472
$468K 0.01%
+2,336
473
$462K 0.01%
+5,058
474
$461K 0.01%
+7,250
475
$458K 0.01%
+988
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